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Welcome to Arcataur Capital Management LLC.
Arcataur Large Capitalization Equity Portfolio
The Arcataur Large Capitalization Equity Portfolio provides investors a separately managed account consisting of high quality, blue chip stocks which offer growth opportunities at a reasonable price. We believe that our disciplined, top-down approach, combined with company specific fundamental analysis, will provide above average long-term growth, while at the same time explicitly controlling for portfolio risk. The investment objective is to consistently outperform the S&P 500 and Dow Jones Industrial Average on a total return basis.
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High quality, blue chip stocks and growth at a reasonable price style
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Top down approach
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Fundamental analysis focus on financial and operating quality
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Valuation considerations lead to a diversified core style
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Technical analysis is utilized for timing decisions
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Portfolio construction utilizes the "65/15" principle for portfolio weighting
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Recognizing dominant investment themes also reinforces the discipline to hold fast in the face of adverse short-term developments
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Investment for long-term growth at reasonable prices, by structuring
portfolios around selected investment themes with staying power; these themes reflect economic and social forces shaping business
opportunities for several years at a time
Portfolio Strategy
Investment process
Arcataur Capital Large Capitalization Equity Portfolio printable version
Arcataur Capital Composite Performance
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